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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,160 | $162,136+43.8% | $152,301+53.1% | $154,746+50.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 260.02% | 91.02%+169.0pp | 80.50%+179.5pp | 172.34%+87.7pp |
| Employer contribution / active EE | $18,139 | $4,890+270.9% | $4,624+292.2% | $4,379+314.2% |
| Participant deferral / active EE | $8,527 | $8,341+2.2% | $8,004+6.5% | $6,730+26.7% |
| Admin fee / account holder | $1,714 | $15,759-89.1% | $14,398-88.1% | $14,365-88.1% |